Description
We are seeking an Investment Consultant to join our Private Bank team at our Torino branch.
The role involves managing and developing a portfolio of clients, providing personalized investment advice, protection and banking solutions that meet the profile and needs of our clients.
Responsibilities
- Manage and develop the assigned portfolio, implementing defined commercial initiatives and ensuring continuity in client relationships.
- Analyze client needs and provide personalized advice on bank products and services.
- Expand the portfolio by acquiring new clients and identifying commercial opportunities in line with market and territorial potential.
- Contribute to achieving revenue, economic and capital targets assigned to the managed portfolio.
- Ensure a high level of service, complying with current regulations and operational and administrative requirements.
Requirements
- Experience in financial consulting and client portfolio management and development.
- Knowledge of financial markets and investment, financing and protection products.
- In-depth knowledge of the reference territory, its economic fabric and local dynamics, functional to identifying commercial opportunities and developing lasting relationships with clients.
- Ability to understand client needs and provide personalized advice on products within competence.
- Commercial development, results and client loyalty orientation.
- Consolidated experience in using Artificial Intelligence tools to improve operational efficiency, optimize workflows and support business challenge resolution, ensuring responsible and ethical use of data and generated outputs.
Benefits
We offer a range of benefits, including:
- Emotionally and mentally balanced: we prioritize employee well-being and provide a supportive work environment.
- Physically thriving: we promote physical well-being through smart and innovative workspaces, healthcare programs and insurance coverage.
- Socially connected: we foster collaboration and inclusion through networking events and diversity, equity and inclusion initiatives.
- Financially secure: we provide solutions to support financial security, such as pension plans, insurance and favorable conditions for our financial products.